Search News by Tag: Investment Management

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Press Release June 16, 2010
Lindner Capital Advisors (LCA) announced today that Mary Pitts is associating with the Atlanta-based investment advisory firm as an independent advisor.
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Press Release June 7, 2010
Eve J. Kiefer-Lominac, currently a First Vice President at Bayview Asset Management LLC (Bayview), joins local nonprofit board.
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Press Release June 3, 2010
Securities America has added Debra Grier as regional director of branch office development for the west coast region, covering the states of California, Nevada, Hawaii, Washington and Oregon.
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Press Release June 3, 2010
Securities America was profiled in the May issue of Source Media's Financial Planning magazine, with President Jim Nagengast featured on the cover.
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Press Release May 19, 2010
Securities America will host its annual Connect! National conference in Huntington Beach, California, which will kick-off with pre-conference events dedicated to helping advisors accelerate the growth of their fee-based businesses.
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Press Release May 17, 2010
Securities America has added Glen McRary as regional director of branch office development for the southwest region.
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Press Release May 16, 2010
The best Investment Management Methodology you've never heard about. Learn how to work with normal market, interest rate, and economic cycles instead of stressing over them. Invest smarter, and bring your performance expectations in line with reality.
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Press Release May 16, 2010
USAdvisors Network (USAN) and Securities America, Inc. have launched www.fibenchmarking.com, a website devoted to helping banks assess their investment programs.
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Press Release May 8, 2010
You might not think it given the cold weather we've had, but around 200* people every single day contract skin cancer - mostly as a result of overexposure to the sun!
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Press Release April 30, 2010
Securities America, Inc. has contracted Paul A. Werlin, president of Human Capital Resources Inc., to help the independent broker-dealer expand its presence in the financial institution channel.
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Press Release April 14, 2010
In January 2010, Jagen unveiled a proprietary new way for accredited investors to access institutional-level investment opportunities with notable tax and IRA conversion efficiencies.
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Press Release April 3, 2010
Advisorpod.com, the online resource for practice management podcasts for financial advisors, made a big splash as an exhibitor at the FPA Business Solutions conference March 1-3 in Dallas, Texas.
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Press Release April 2, 2010
Kiawah Golf Investment Seminars trains all levels of investors in the use of the IGVSI Bargain Monitor--- a creation of Senior Investment Instructor Steve Selengut, manager of the proprietary Market Cycle Investment Management portfolios.
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Press Release April 1, 2010
Securities America, Inc. reports that demand for its NextPhase retirement income distribution platform has exceeded expectations. To date, there have been 322 requests for proposals, representing approximately $339 million in investable assets.
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Press Release March 6, 2010
Securities America has recognized Jaime Bordelon, executive assistant to Bill Mertins of Mertins Wealth Services in Pensacola, Fla., as its Assistant of the Year for 2009. She will be honored at the Securities America National Conference in Huntington Beach, Calif., on June 5-8.
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Press Release March 5, 2010
Kiawah Golf Investment Seminars proudly reports the phenomenal performance of the IGVSI--- a creation of Senior Investment Instructor and world-respected author Steven R Selengut. Market Cycle Investment Management portfolios are fueled by the IGVSI.
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Press Release February 27, 2010
Securities America reports that nearly 50 percent of their producing advisors are benefitting from the experience and expertise of their colleagues through collaborative study groups and LISTSERV activities.
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Press Release February 6, 2010
Securities America ended 2009 with the second best recruiting results in its history, adding 329 advisors representing over $45.5 million in revenue. This was a 14 percent increase in recruited revenue over 2008.
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Press Release February 4, 2010
Kiawah Golf Investment Seminars proudly reports results for a 100% sampling of Market Cycle Investment Management portfolios, compiled by unaffiliated third party custodians, and practitioners for 10-year, June '07 thru '09, 2008 thru 2009, and 2009.
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Press Release January 28, 2010
Securities America has announced the members of its 2010 Advisory Council. The Securities America Advisory Council is made up of 11 financial advisors who serve rotating three-year terms.
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